At a Glance
- Tasks: Join a dynamic team to advise clients on investments and financial planning.
- Company: Independent Financial Advisory with a focus on teamwork and personal growth.
- Benefits: Structured environment, client leads provided, and opportunities for continuous learning.
- Other info: Fluency in English and Afrikaans is essential; CFP qualification preferred.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: 1-3 years experience in financial planning and investment advice required.
The predicted salary is between 41850 - 51150 $ per year.
Our client, a successful Independent Financial Advisory specializing in local and offshore investments and financial planning, is looking for a financial planning professional to join their growing team.
This role is highly suited for a professional with 1 to 3 years of working experience in the fields of financial planning and investment advice.
The successful applicant will step into a structured environment and receive a book of existing clients, as well as daily new prospective client leads.
Our client offers a productive, supportive culture rooted in teamwork, continuous learning, and personal development.
Responsibilities
- Work as part of a professional team based in our client’s Newlands office.
- Meet with prospective clients in person at the office or virtually via Zoom or Teams.
- Follow an established onboarding process to successfully bring on new clients.
- Advise existing and prospective clients on their investment portfolios.
- Provide dedicated advice to clients on offshore investing.
- Assist clients with wills, estate planning, and tax planning.
- Prepare and conduct comprehensive investment reviews for clients.
- Continuously learn about markets, various investment vehicles, and tax regulations.
- Handle client queries professionally and efficiently.
- Keep accurate and updated records of new and existing clients.
Monitor FICA compliance across client accounts.
Requirements
- Minimum of 1 to 3 years of working experience as a financial planner.
- Essential experience in onboarding and servicing investment clients with a variety of investment vehicles.
- Full fluency (both speech and writing) in English and Afrikaans.
- A relevant degree is required; a BCom, Bus Sci, or Honours degree is preferable.
- Must have passed the RE5 regulatory exam.
- Applicants holding the Certified Financial Planner CFP qualification, or those currently studying towards it, will be given preference.
- Proficiency in MS Office applications, including Word, Excel, and Power Point.
- Excellent written and verbal communication skills.
- A strong ability to manage time effectively.
- An aptitude and drive for continued learning.
- #J-18808-Ljbffr
Junior Financial Planner – Cape Town employer: The Uber Recruiter T/A The Recruitment Council
The Uber Recruiter T/A The Recruitment Council offers a supportive work culture that emphasizes teamwork and continuous learning. Employees benefit from a structured environment with opportunities for personal development and client interaction. The company provides a steady stream of prospective clients, allowing financial professionals to grow their client base effectively.
Contact Details:
The Uber Recruiter T/A The Recruitment Council Recruitment Team
